Security National Trust’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.81M | Hold |
8,720
| – | – | 0.42% | 71 |
|
|
2021
Q2 | $1.81M | Sell |
8,720
-215
| -2% | -$44.7K | 0.4% | 73 |
|
|
2021
Q1 | $1.52M | Sell |
8,935
-105
| -1% | -$17.8K | 0.36% | 76 |
|
|
2020
Q4 | $1.52M | Buy |
9,040
+1,043
| +13% | +$176K | 0.38% | 70 |
|
|
2020
Q3 | $1.33M | Buy |
7,997
+1,510
| +23% | +$252K | 0.37% | 73 |
|
|
2020
Q2 | $721K | Buy |
6,487
+497
| +8% | +$55.2K | 0.22% | 93 |
|
|
2020
Q1 | $560K | Buy |
5,990
+785
| +15% | +$73.4K | 0.2% | 90 |
|
|
2019
Q4 | $609K | Sell |
5,205
-454
| -8% | -$53.1K | 0.18% | 99 |
|
|
2019
Q3 | $678K | Sell |
5,659
-100
| -2% | -$12K | 0.21% | 97 |
|
|
2019
Q2 | $595K | Buy |
5,759
+220
| +4% | +$22.7K | 0.19% | 99 |
|
|
2019
Q1 | $619K | Buy |
5,539
+3,575
| +182% | +$400K | 0.2% | 97 |
|
|
2018
Q4 | $192K | Buy |
1,964
+410
| +26% | +$40.1K | 0.07% | 148 |
|
|
2018
Q3 | $182K | Buy |
1,554
+60
| +4% | +$7.03K | 0.06% | 169 |
|
|
2018
Q2 | $159K | Buy |
1,494
+95
| +7% | +$10.1K | 0.05% | 179 |
|
|
2018
Q1 | $146K | Sell |
1,399
-13
| -0.9% | -$1.36K | 0.05% | 184 |
|
|
2017
Q4 | $168K | Buy |
1,412
+120
| +9% | +$14.3K | 0.05% | 179 |
|
|
2017
Q3 | $155K | Hold |
1,292
| – | – | 0.05% | 192 |
|
|
2017
Q2 | $143K | Buy |
1,292
+48
| +4% | +$5.31K | 0.05% | 203 |
|
|
2017
Q1 | $134K | Buy |
1,244
+102
| +9% | +$11K | 0.05% | 203 |
|
|
2016
Q4 | $130K | Buy |
1,142
+43
| +4% | +$4.9K | 0.05% | 202 |
|
|
2016
Q3 | $120K | Buy |
1,099
+40
| +4% | +$4.37K | 0.04% | 208 |
|
|
2016
Q2 | $115K | Buy |
1,059
+275
| +35% | +$29.9K | 0.04% | 206 |
|
|
2016
Q1 | $83K | Hold |
784
| – | – | 0.03% | 233 |
|
|
2015
Q4 | $75K | Buy |
784
+25
| +3% | +$2.39K | 0.03% | 237 |
|
|
2015
Q3 | $75K | Hold |
759
| – | – | 0.03% | 241 |
|
|
2015
Q2 | $73K | Hold |
759
| – | – | 0.03% | 250 |
|
|
2015
Q1 | $73K | Hold |
759
| – | – | 0.03% | 258 |
|
|
2014
Q4 | $84K | Hold |
759
| – | – | 0.03% | 242 |
|
|
2014
Q3 | $75K | Hold |
759
| – | – | 0.03% | 245 |
|
|
2014
Q2 | $78K | Sell |
759
-320
| -30% | -$32.9K | 0.03% | 243 |
|
|
2014
Q1 | $105K | Hold |
1,079
| – | – | 0.04% | 215 |
|
|
2013
Q4 | $113K | Buy |
1,079
+484
| +81% | +$50.7K | 0.05% | 204 |
|
|
2013
Q3 | $54K | Sell |
595
-40
| -6% | -$3.63K | 0.02% | 258 |
|
|
2013
Q2 | $55K | Buy |
+635
| New | +$55K | 0.03% | 252 |
|